Civic Intelligence

Student Loan Guarantee Foundation Of

EIN 71-0394768 • 501(c)3 • Little Rock, AR

View Organization Page

Profile

To provide borrower education, default prevention, and other loan-related services in connection with loans originated under the Federal Family Education Loan Program.

10 Turtle Creek LaneLittle Rock, AR 72202

www.slgfa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.01x

Higher debt load relative to assets than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.29x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-265%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$178,258

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 111.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

43rd percentile

1.3%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-6.1%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$4,571,533

Up $57,329 (+1.3%) from 2023

Liabilities

Down

$47,076

Down $22,950 (-33%) from 2023

Net Assets

Up

$4,524,457

Up $80,279 (+1.8%) from 2023

Operations
Liabilities / Revenue73rd percentileNet Margin1st percentile

Revenue

Down

$159,756

Down $10,462 (-6.1%) from 2023

Expenses

Up

$583,445

Up $25,402 (+4.6%) from 2023

Net Income

Down

-$423,689

Down $35,864 (-9.2%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $22,157,304Liabilities 2010: $12,924,049Net Assets 2010: $9,233,2552010Assets 2011: $20,880,631Liabilities 2011: $10,556,520Net Assets 2011: $10,324,1112011Assets 2012: $17,597,548Liabilities 2012: $5,032,041Net Assets 2012: $12,565,5072012Assets 2013: $17,239,229Liabilities 2013: $1,523,593Net Assets 2013: $15,715,6362013Assets 2014: $20,551,826Liabilities 2014: $2,988,938Net Assets 2014: $17,562,8882014Assets 2015: $14,803,241Liabilities 2015: $189,128Net Assets 2015: $14,614,1132015Assets 2016: $12,513,749Liabilities 2016: $170,999Net Assets 2016: $12,342,7502016Assets 2017: $10,622,371Liabilities 2017: $162,043Net Assets 2017: $10,460,3282017Assets 2018: $8,919,809Liabilities 2018: $167,743Net Assets 2018: $8,752,0662018Assets 2019: $6,886,997Liabilities 2019: $139,509Net Assets 2019: $6,747,4882019Assets 2020: $5,972,227Liabilities 2020: $27,480Net Assets 2020: $5,944,7472020Assets 2021: $5,532,296Liabilities 2021: $28,582Net Assets 2021: $5,503,7142021Assets 2022: $4,791,598Liabilities 2022: $29,454Net Assets 2022: $4,762,1442022Assets 2023: $4,514,204Liabilities 2023: $70,026Net Assets 2023: $4,444,1782023Assets 2024: $4,571,533Liabilities 2024: $47,076Net Assets 2024: $4,524,4572024

Highlighted filing

2024

Assets$4,571,533
Liabilities$47,076
Net Assets$4,524,457
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $17,013,5052010Expenses 2011: $16,105,4832011Expenses 2012: $17,223,1842012Expenses 2013: $17,000,2832013Revenue 2014: $20,569,564Expenses 2014: $18,722,312Net Income 2014: $1,847,2522014Revenue 2015: $112,268Expenses 2015: $2,917,712Net Income 2015: -$2,805,4442015Revenue 2016: $231,514Expenses 2016: $2,414,188Net Income 2016: -$2,182,6742016Revenue 2017: $174,034Expenses 2017: $2,005,200Net Income 2017: -$1,831,1662017Revenue 2018: $264,763Expenses 2018: $1,954,287Net Income 2018: -$1,689,5242018Revenue 2019: -$290,602Expenses 2019: $1,727,520Net Income 2019: -$2,018,1222019Revenue 2020: $56,960Expenses 2020: $857,661Net Income 2020: -$800,7012020Revenue 2021: $1,265Expenses 2021: $442,298Net Income 2021: -$441,0332021Revenue 2022: $19,989Expenses 2022: $531,013Net Income 2022: -$511,0242022Revenue 2023: $170,218Expenses 2023: $558,043Net Income 2023: -$387,8252023Revenue 2024: $159,756Expenses 2024: $583,445Net Income 2024: -$423,6892024

Highlighted filing

2024

Revenue$159,756
Expenses$583,445
Net Income-$423,689
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$4,571,533
Liabilities
$47,076
Net assets
$4,524,457
Revenue
$159,756
Expenses
$583,445
Net income
-$423,689
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.57$0.05$4.52$0.16$0.58$0.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.51$0.07$4.44$0.17$0.56$0.39
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$0.03$4.76$0.02$0.53$0.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.53$0.03$5.50$0.00$0.44$0.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.97$0.03$5.94$0.06$0.86$0.80
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.89$0.14$6.75$0.29$1.73$2.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.92$0.17$8.75$0.26$1.95$1.69
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.16$10.5$0.17$2.01$1.83
2016Detailed filing. Detailed filing data is available for this year.$12.5$0.17$12.3$0.23$2.41$2.18
2015Detailed filing. Detailed filing data is available for this year.$14.8$0.19$14.6$0.11$2.92$2.81
2014Detailed filing. Detailed filing data is available for this year.$20.6$2.99$17.6$20.6$18.7$1.85
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.2$1.52$15.7$17.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.6$5.03$12.6$17.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.9$10.6$10.3$16.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.2$12.9$9.23$17.0
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jun 25, 2018
Return Version
2016v3.0
Gross Receipts
$174,034
Mission and Program Overview

Mission

To provide support to colleges and universities in the area of student debt management and other supporting services for the administration of financial aid programs.

To provide support to colleges and universities in the area of student debt management.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$7,329,293$5,592,547▼ $1,736,746
Land, Buildings, and Equipment, Net$5,152,310$5,003,152▼ $149,158
Prepaid Expenses and Deferred Charges$14,590$14,558▼ $32
Accounts Receivable$17,306$12,014▼ $5,292
Cash and Non-Interest-Bearing Accounts$250$100▼ $150
Total Assets$12,513,749$10,622,371▼ $1,891,378
Liabilities
Accounts Payable and Accrued Expenses$170,999$162,043▼ $8,956
Total Liabilities$170,999$162,043▼ $8,956
Net Assets / Fund Balance
Unrestricted Net Assets$12,342,750$10,460,328▼ $1,882,422
Total Net Assets Fund Balance$12,342,750$10,460,328▼ $1,882,422
Total Liabilities and Net Assets / Fund Balance$12,513,749$10,622,371▼ $1,891,378

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,431,189$1,510,114$4,941,303
Land$1,563,132-$1,563,132
Equipment$5,588$864,358$869,946
Other Land Buildings$3,243$62,230$65,473
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ms Susan BalestExecutive Director/CFOFT$192,262$25,833$218,095
Dr Samuel HowellMember-$3,175-$3,175
Dr Tom BishopMember-$3,175-$3,175
Mr Gary GreeneMember-$3,175-$3,175
Mr Mark RyanMember-$3,175-$3,175
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$49,430
Investment Income
$113,376
Other Revenue
$11,228
Change in Net Assets
$-1,831,166

Audited Revenue Reconciliation

Revenue per Audited Statements
$174,034
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-51,256
Total Revenue per Audited Statements
$122,778
Total Revenue per Form 990
$174,034
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,391,587
Other Expenses$613,613
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$776,579$137,043-$913,622
Current Officers, Directors, Trustees, and Key Employees$195,532$34,506-$230,038
Occupancy$148,931$26,282-$175,213
Depreciation Depletion$126,330$22,293-$148,623
Other Employee Benefits$86,766$15,312-$102,078
Fees for Services Legal$65,576$11,572-$77,148
Payroll Taxes$64,750$11,427-$76,177
Information Technology$59,832$10,558-$70,390
Pension Plan Contributions$59,221$10,451-$69,672
Office Expenses$52,293$9,228-$61,521
Insurance$31,873$5,625-$37,498
Fees for Services Accounting$16,150$2,850-$19,000
Travel$6,403$1,130-$7,533
Conferences and Meetings$2,942$519-$3,461
Other Expenses$456$80-$536
Total Functional Expenses$1,704,421$300,779$0$2,005,200

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,005,200
Total Expenses per Audited Statements$2,005,200
Total Expenses per Form 990$2,005,200
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“Prior to being filed, the Form 990 is reviewed by the Executive Director, the Finance Committee, and then by the full Board of Directors.”

Form 990, Part VI, Section B, line 12C

“The conflict of interest policy is set forth in the Organization's Bylaws, and is based on 34 CFR Section 682.410(b)(1). A copy of this policy is provided to each board member and officer. In addition, each employee is provided a copy of the "prohibited inducement" policy and required to acknowledge in writing that they have read and understand the requirements of the policy. Although an annual report is not required of board members or key employees, to ensure compliance with these policies legal counsel is made aware of all significant transactions and attends board meetings to ensure that any conflict is considered, disclosed and resolved in accordance with policy. Board members are required to recuse themselves from any vote or deliberation which might result in a violation of the conflict of interest policy.”

Form 990, Part VI, Section B, line 15

“The compensation of all employees is determined by vote of the Board of Directors based on recommendations of the Personnel Committee. The compensation packages are established based on performance evaluations, comparisons to similar organizations, and salary surveys.”

Form 990, Part VI, Section C, line 19

“Copies of the Organization's governing documents, policies, and financial statements are available to the public at the Organization's physical location listed on Page 1, Box C.”

Filing and Contact Details

Filer

Filer Name
Student Loan Guarantee Foundation of
EIN
71-0394768
Phone
5016887616
Address
10 Turtle Creek Lane, Little Rock, AR 72202

Signing Officer

Name
Susan Balest
Title
Executive Director
Phone
5016887624
Signed
2018-06-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Balest
Formed
1966
Legal Domicile
Ar
Voting Board Members
5
Independent Board Members
4
Employees
25
Volunteers
0

Preparer

Firm
Thomas & Thomas LLP
Address
201 E Markham Suite 500, Little Rock, AR 72201
Preparer
Sherry Chesser CPA
Phone
5013752025
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“The Foundation is a tax-exempt organization under the provisions of Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes has been made in the accompanying financial statements. The Foundation has also been classified as an entity that is not a private foundation within the meaning of Internal Revenue Code Section 509(a). Accounting standards require management of the Foundation to evaluate tax positions and recognize a tax liability (or asset) if the Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management of the Foundation has analyzed the tax positions taken and has concluded that as of September 30, 2017 and 2016, there are no uncertain positions taken or expected to be taken that would require the recognition of a liability (or asset) or disclosure in the financial statements. The Foundation may be subject to audit by the Internal Revenue Service; however there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 450 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0170999
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0162043
IRS990/AccountsReceivableGrp/BOYAmt017306
IRS990/AccountsReceivableGrp/EOYAmt012014
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To provide support to colleges and universities in the area of student debt management.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0The Organization
IRS990/BooksInCareOfDetail/PhoneNum05016887616
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010 Turtle Creek Lane
IRS990/BooksInCareOfDetail/USAddress/CityNm0Little Rock
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd072202
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IRS990/CashNonInterestBearingGrp/BOYAmt0250
IRS990/CashNonInterestBearingGrp/EOYAmt0100
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt034506
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0195532
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0230038
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0519
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02942
IRS990/ConferencesMeetingsGrp/TotalAmt03461
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd01
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherExpensesAmt0613613
IRS990/CYOtherRevenueAmt011228
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IRS990/CYTotalExpensesAmt02005200
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IRS990/CYTotalRevenueAmt0174034
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IRS990/DepreciationDepletionGrp/ProgramServicesAmt0126330
IRS990/DepreciationDepletionGrp/TotalAmt0148623
IRS990/Desc0GuidEd Solutions - Provided support to colleges and universities in the area of student debt management and other supporting services for the administration of financial aid programs.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
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IRS990/EmployeeCnt025
IRS990/EmploymentTaxReturnsFiledInd01
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IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
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IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt011572
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt065576
IRS990/FeesForServicesLegalGrp/TotalAmt077148
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt425833
IRS990/Form990PartVIISectionAGrp/PersonNm0Dr Samuel Howell
IRS990/Form990PartVIISectionAGrp/PersonNm1Dr Tom Bishop
IRS990/Form990PartVIISectionAGrp/PersonNm2Mr Gary Greene
IRS990/Form990PartVIISectionAGrp/PersonNm3Mr Mark Ryan
IRS990/Form990PartVIISectionAGrp/PersonNm4Ms Susan Balest
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0Member
IRS990/Form990PartVIISectionAGrp/TitleTxt1Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Member
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IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FSAuditedInd01
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NondeductibleContributionsInd00
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt086766
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0102078
IRS990/OtherExpensesGrp/Desc0Dues/Publications
IRS990/OtherExpensesGrp/Desc1Sponsorship
IRS990/OtherExpensesGrp/Desc2Public Relations
IRS990/OtherExpensesGrp/Desc3Asset Disposition
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1292
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2290
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt380
IRS990/OtherExpensesGrp/ProgramServicesAmt07488
IRS990/OtherExpensesGrp/ProgramServicesAmt11658
IRS990/OtherExpensesGrp/ProgramServicesAmt21641
IRS990/OtherExpensesGrp/ProgramServicesAmt3456
IRS990/OtherExpensesGrp/TotalAmt08809
IRS990/OtherExpensesGrp/TotalAmt11950
IRS990/OtherExpensesGrp/TotalAmt21931
IRS990/OtherExpensesGrp/TotalAmt3536
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0137043
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0776579
IRS990/OtherSalariesAndWagesGrp/TotalAmt0913622
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011427
IRS990/PayrollTaxesGrp/ProgramServicesAmt064750
IRS990/PayrollTaxesGrp/TotalAmt076177
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt010451
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt059221
IRS990/PensionPlanContributionsGrp/TotalAmt069672
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014590
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014558
IRS990/PrincipalOfficerNm0Susan Balest
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Administrative Service
IRS990/ProgramServiceRevenueGrp/Desc1GuidEd Services
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt030046
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt119384
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt030046
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt119384
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0196956
IRS990/PYOtherExpensesAmt0650255
IRS990/PYOtherRevenueAmt011228
IRS990/PYProgramServiceRevenueAmt023330
IRS990/PYRevenuesLessExpensesAmt0-2182674
IRS990/PYSalariesCompEmpBnftPaidAmt01763933
IRS990/PYTotalExpensesAmt02414188
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0231514
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1831166
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt011228
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt049430
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07329293
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05592547
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0124604
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0208184
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0108292
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05573
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06829
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0453482
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049430
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt023330
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03976
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt020563991
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt020143583
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt040784310
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0124604
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0208184
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0108292
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05573
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06829
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0453482
IRS990ScheduleA/InvestmentIncomeCYPct00.01100
IRS990ScheduleA/InvestmentIncomePYPct00.00560
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98900
IRS990ScheduleA/PublicSupportPY509Pct00.99440
IRS990ScheduleA/PublicSupportTotal509Amt040784310
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt023330
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03976
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020563991
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt020143583
IRS990ScheduleA/Total509Grp/TotalAmt040784310
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0174034
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0231514
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0112268
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt020569564
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt020150412
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt041237792
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03431189
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01510114
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04941303
IRS990ScheduleD/EquipmentGrp/BookValueAmt05588
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0864358
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0869946
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02005200
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/LandGrp/BookValueAmt01563132
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01563132
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-51256
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03243
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt062230
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt065473
IRS990ScheduleD/RevenueNotReportedAmt0-51256
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0174034
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation is a tax-exempt organization under the provisions of Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes has been made in the accompanying financial statements. The Foundation has also been classified as an entity that is not a private foundation within the meaning of Internal Revenue Code Section 509(a). Accounting standards require management of the Foundation to evaluate tax positions and recognize a tax liability (or asset) if the Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management of the Foundation has analyzed the tax positions taken and has concluded that as of September 30, 2017 and 2016, there are no uncertain positions taken or expected to be taken that would require the recognition of a liability (or asset) or disclosure in the financial statements. The Foundation may be subject to audit by the Internal Revenue Service; however there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05003152
IRS990ScheduleD/TotalExpensesPerForm990Amt02005200
IRS990ScheduleD/TotalRevenuePerForm990Amt0174034
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0122778
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02005200
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0192262
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt014113
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt011720
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Ms Susan Balest
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Director/CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0218095
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Prior to being filed, the Form 990 is reviewed by the Executive Director, the Finance Committee, and then by the full Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The conflict of interest policy is set forth in the Organization's Bylaws, and is based on 34 CFR Section 682.410(b)(1). A copy of this policy is provided to each board member and officer. In addition, each employee is provided a copy of the "prohibited inducement" policy and required to acknowledge in writing that they have read and understand the requirements of the policy. Although an annual report is not required of board members or key employees, to ensure compliance with these policies legal counsel is made aware of all significant transactions and attends board meetings to ensure that any conflict is considered, disclosed and resolved in accordance with policy. Board members are required to recuse themselves from any vote or deliberation which might result in a violation of the conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The compensation of all employees is determined by vote of the Board of Directors based on recommendations of the Personnel Committee. The compensation packages are established based on performance evaluations, comparisons to similar organizations, and salary surveys.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Copies of the Organization's governing documents, policies, and financial statements are available to the public at the Organization's physical location listed on Page 1, Box C.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt012513749
IRS990/TotalAssetsEOYAmt010622371
IRS990/TotalAssetsGrp/BOYAmt012513749
IRS990/TotalAssetsGrp/EOYAmt010622371
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt025
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0300779
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01704421
IRS990/TotalFunctionalExpensesGrp/TotalAmt02005200
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0170999
IRS990/TotalLiabilitiesEOYAmt0162043
IRS990/TotalLiabilitiesGrp/BOYAmt0170999
IRS990/TotalLiabilitiesGrp/EOYAmt0162043
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012342750
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010460328
IRS990/TotalOtherCompensationAmt025833
IRS990/TotalProgramServiceExpensesAmt01704421
IRS990/TotalProgramServiceRevenueAmt049430
IRS990/TotalReportableCompFromOrgAmt0204962
IRS990/TotalRevenueGrp/ExclusionAmt0124604
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt049430
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0174034
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012513749
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010622371
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01130
IRS990/TravelGrp/ProgramServicesAmt06403

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